Tax Prep Assistant — Client-Focused Tax Returns

H&R Block; Caledonia (MN); On-site; USD 19,000 - 23,000; Full time

Job summary

H&R Block in Minnesota is seeking a frontline tax assistant to support the tax interview by entering client and W-2 information, and by assembling the tax return with signatures during the closing process. You will ensure accuracy and client satisfaction as part of a busy tax season team.

Role requires good reading and math skills, clear communication in person and by phone, and familiarity with Windows-based programs. Additional state/local requirements may apply.

Qualifications

• High school diploma or equivalent.
• Reading and math skills to perform tax interview.
• Ability to communicate effectively in person and on the phone.
• Experience with Windows-based computer programs.
• Additional state and local requirements may apply.

Responsibilities

• Assist with the beginning of the tax interview by entering client and W-2 information into the tax program.
• Assist with the closing of the interview by assembling the tax return, obtaining required signatures, reviewing the finished product with the client, and completing bookkeeping procedures.
• Ensure all H&R Block clients are receiving superior service.
• All other duties as assigned.

Skills

Data entry

Communication

Windows-based programs

Education

High school diploma or equivalent

Tools

Tax software (general)

Job description

H&R Block in Minnesota is seeking a frontline tax assistant to support the tax interview by entering client and W-2 information, and by assembling the tax return with signatures during the closing process. You will ensure accuracy and client satisfaction as part of a busy tax season team.

Role requires good reading and math skills, clear communication in person and by phone, and familiarity with Windows-based programs. Additional state/local requirements may apply.